JFS Wealth Advisors’s Elevance Health ELV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Buy |
216
+4
| +2% | +$1.56K | 0.01% | 395 |
|
|
2025
Q1 | $92.2K | Buy |
212
+11
| +5% | +$4.79K | 0.01% | 375 |
|
|
2024
Q4 | $74.1K | Sell |
201
-97
| -33% | -$35.8K | 0.01% | 396 |
|
|
2024
Q3 | $155K | Buy |
298
+2
| +0.7% | +$1.04K | 0.01% | 318 |
|
|
2024
Q2 | $160K | Buy |
296
+17
| +6% | +$9.21K | 0.01% | 261 |
|
|
2024
Q1 | $145K | Sell |
279
-9
| -3% | -$4.67K | 0.01% | 272 |
|
|
2023
Q4 | $136K | Buy |
288
+72
| +33% | +$34K | 0.01% | 268 |
|
|
2023
Q3 | $94.1K | Buy |
216
+136
| +170% | +$59.2K | 0.01% | 286 |
|
|
2023
Q2 | $35.5K | Sell |
80
-7
| -8% | -$3.11K | ﹤0.01% | 418 |
|
|
2023
Q1 | $40K | Sell |
87
-7
| -7% | -$3.22K | ﹤0.01% | 400 |
|
|
2022
Q4 | $48.2K | Buy |
94
+1
| +1% | +$513 | ﹤0.01% | 366 |
|
|
2022
Q3 | $42K | Sell |
93
-19
| -17% | -$8.58K | ﹤0.01% | 411 |
|
|
2022
Q2 | $54K | Buy |
112
+35
| +45% | +$16.9K | 0.01% | 384 |
|
|
2022
Q1 | $38K | Buy |
77
+30
| +64% | +$14.8K | ﹤0.01% | 478 |
|
|
2021
Q4 | $22K | Buy |
47
+24
| +104% | +$11.2K | ﹤0.01% | 546 |
|
|
2021
Q3 | $9K | Hold |
23
| – | – | ﹤0.01% | 655 |
|
|
2021
Q2 | $9K | Hold |
23
| – | – | ﹤0.01% | 452 |
|
|
2021
Q1 | $8K | Hold |
23
| – | – | ﹤0.01% | 435 |
|
|
2020
Q4 | $7K | Buy |
23
+22
| +2,200% | +$6.7K | ﹤0.01% | 440 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 566 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 537 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 514 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 526 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 521 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 468 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 467 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 481 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 531 |
|
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 494 |
|
|
2018
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 536 |
|
|
2016
Q2 | – | Sell |
-25
| Closed | -$3K | – | 533 |
|
|
2016
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 481 |
|